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We are looking for a Customer Onboarding Representative to guide B2B customers from the start of their journey through initial software onboarding and product training. This is not an entry-level role. You will conduct live onboarding calls, guide customers through repeatable processes, answer product-related support tickets, and follow up to ensure a smooth start.

The platform is self-explanatory, so deep technical expertise is not required. This role is ideal for someone with 1-2 years of software/SaaS onboarding or support experience, strong customer-facing English, and confidence working independently.

Work Hours:

⭐ Full-time
⭐ 40 hours per week
⭐ US hours

Rate:

⭐ $1,000/month USD

We don’t take a cut of your pay - ever.

You receive 100% of your full advertised rate - paid directly to you by your client. We never take a cut, percentage, or reduce your earnings in any way.

POTENTIAL TASKS

🤝 Customer Onboarding

  • Guide new B2B customers through the initial onboarding process
  • Welcome customers and explain the next steps in their journey
  • Follow repeatable onboarding workflows consistently
  • Track progress and follow up on outstanding onboarding actions

🎓 Live Training & Product Guidance

  • Conduct 1-2 live onboarding or training calls per customer
  • Deliver clear 30-60 minute product walkthroughs
  • Adapt explanations to each customer's needs

🎫 Product Support & Tickets

  • Answer product questions through the help-center system
  • Resolve straightforward product usage questions
  • Escalate issues that need deeper technical support
  • Keep responses clear, accurate, and timely

📊 CRM & Customer Follow-Up

  • Update customer records and onboarding status in CRM
  • Record call notes, support outcomes, and next steps
  • Use Slack to share updates or blockers with the team
  • Follow up on pending customer actions or responses

📈 Process & Consistency

  • Follow documented onboarding and support processes
  • Keep customer experiences consistent across workflows
  • Identify recurring customer questions or process gaps
  • Share feedback to improve onboarding and support

SKILLS/EXPERIENCES REQUIRED

  •  Excellent spoken and written English for US-based customers
  • Minimum 1-2 years of SaaS onboarding or software support
  • Experience conducting live onboarding or training calls
  • Comfortable handling product questions and support tickets
  • Learns software quickly and resolves basic usage issues
  • Comfortable working full-time during US business hours
  • Reliable, organized, and consistent with repeatable processes

🌟 Preferred But Not Required:

  • Previous B2B SaaS customer onboarding experience
  • Experience with CRM and help-center/ticketing systems
  • Experience supporting EdTech, learning platforms, or digital products
  • Experience working remotely with international customers or teams
  • Familiarity with Slack and structured customer support workflows

IMPORTANT REMINDERS

  • Please apply only once. Take a moment to choose the position that best fits you before submitting your form. We’ll only review your first application, and any additional submissions while your initial one is still in process will be tagged as invalid.
  • This is an opportunity to work with international clients as a self-employed, independent contractor (freelancer). You’ll be responsible for managing your own taxes and compliance under Philippine law.
  • Our application will include submission of requirements and a few trial tasks. Please block off some time to prepare and complete these before starting the form. We recommend saving the URL to this page so you can come back when you’re ready.
  • TIP: Read through the questions in the form first to know what you need to prepare before filling out the form. Please be on a PC or a laptop before proceeding with your application.
  • To ensure smooth communication, please download WhatsApp. It’s the primary tool many of our clients use, and we’ll also use it alongside email to reach out to you for potential client opportunities if you successfully pass this application. (Here's a quick tutorial on how to do this!)
  • Your minimum internet speed should be 10 mbps and your PC specs should be at least Intel Core i5 (or equivalent) and have 8GB RAM (at the minimum).
  • DON’T HESITATE! No VA experience is required!
✉ APPLY NOW!